Posts by jasko

Spring Bank holiday UK Svibanj 31

Quote from KicanCRO

Sto je sa danasnjim futuresima, vec satima stoje na istome?

Supramax 10TC Average pomalo raste

BHSI 7 T/C routes 38200

BSI 10 T/C routes 58328

Evo i Joakima.....

Baltic Dry Index Falls 3.42% to 2,596

Capesize -8.31% to $25,614

Panamax +0.96% to $23,505

Supramax 58k tons -0.64% to $27,542

Handysize +0.17% to $22,204

Route Description Size Value ($) Change

BCI 5 T/C routes 180000 25614 -2320

BPI 5 T/C routes 82500 24841 223

BSI 10 T/C routes 58328 27542 -178

BHSI 7 T/C routes 38200 24170 37

BDI Index 2596 -92

28.05.2021

101. sjednica Skupštine Hrvatske udruge brodara Mare Nostrum

U četvrtak, 20. svibnja 2021. u prostorijama Atlantske plovidbe u Dubrovniku je održana 101. sjednica Skupštine. Na sjednici je prisustvovalo deset članica Udruge, a gosti sjednice su bili predstavnici Ministarstva mora, prometa i infrastrukture, Ministarstva gospodarstva i održivog razvoja RH, Agencije za obalni linijski pomorski promet, tvrtke Tetida i Klaster intermodalnog prijevoza.

Izdvojene točke dnevnog reda bile su:

Potencijali dekarbonizacije pomorskog sektora do 2030. godine, MMPI i MINGOR

Problemi brodara (cijepljenje pomoraca, problem dvostrukog oporezivanja - Argentina i Indija, subvencije vježbenika)

PDV kao potencijalni problem u linijskom obalnom brodarstvu

Primjena zelenih tehnologija u brodarstvu i mogućnost financiranja projekata (zelena infrastruktura, kupnja brodova, financiranje), kompanija Tetida

Informacija o osnivanju MTF - Maritime Technology Forum, HRB http://www.csamarenostrum.hr/hr/dogadanja/?cont=date_1241

BCI 5TC 25614 -2320

During volatile times it's easy to get caught up in headlines and lose grip of the overall picture.

Here some words of wisdom from BreakWave Advisors on H1/H2 seasonality in the maritime dry bulk sector.

Za sada jako dobro stojimo . Stanje na dan 27.05.2021.

Quote from jasko

Svaka čast tim analitičarima, ali ipak više vjerujem tati Joakimu.

Managing Director & Head of Research at Cleaves Securities

Ranked #1 Shipping Equity Analyst globally by Bloomberg in 2019, 2020 & 2021

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Da ne bi bilo zabune ovaj Handy je BHSI 28.000

Tanker Market Earnings https://www.nat.bm/wp-content/upl…ates-210528.pdf

Svaka čast tim analitičarima, ali ipak više vjerujem tati Joakimu.

Managing Director & Head of Research at Cleaves Securities

Ranked #1 Shipping Equity Analyst globally by Bloomberg in 2019, 2020 & 2021

Quote from StatusQuo

Posebno mi je zanimljivo kako se supramaxi dobro drze jos kad pogledam futurese za 6 mjesec supramaxi su jedini u ovoj sad korekciji zadrzali rast cijena za 6 mjesec, ocito je manji segment jaci, ima netko stanje za handy jel se oni ponasaju kao i supre ?....malo je nepojmljivo gledat kako supre pariraju capovima u cijeni bas me zanima kako ce se 3Q ponasat usporedno kada je to najbolji kvartal za capove

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Pogledajmo malo handy..........

Quote from looserst

Koji točno dio se prenosi na dry bulk i zašto?

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Freight futures am update

Capesize down ~3%

Panamax flat

Container cargo starting to move in bulkers

During Friday’s call with analysts, Eagle Bulk (NASDAQ: EGLE) CEO Gary Vogel said Supramax bulkers (vessels with a capacity of 45,000-60,000 deadweight tons or DWT) are starting to benefit from “spillover trades typically carried on container ships.”

Eagle Bulk’s Gary Vogel (Photo: John Galayda/Marine Money)

“For example, we’ve recently carried cargoes such as bagged cement from China to Guatemala and bagged fertilizer to Peru and Chile. While the Pacific loading is typically a fronthaul market for container ships, these trades represent backhaul routes in dry bulk.” The more backhaul volume, the better the round-trip utilization. https://www.freightwaves.com/news/container…r-into-dry-bulk

Route Description Size Value ($) Change

BCI 5 T/C routes 180000 27934 -1686

BPI 5 T/C routes 82500 24618 -285

BSI 10 T/C routes 58328 27720 307

BHSI 7 T/C routes 38200 24133 96

BDI INDEX 2688 -66

BDI 2688 supre i handy UP

BCI 5TC 27934 -1686

The May issue of the subscription title looks at how newbuild price developments have lagged steel plate increases in 2021 and assesses the likely impact of higher prices for new ships, and by extension for secondhand tonnage.

“At the moment the yards are unable to make realistic budgets and with steel prices sky high, they risk being left at below breakeven levels after the delivery of the ship and we have heard of some projects being put on hold until the situation has settled,” commented Rebecca Galanopoulos Jones, head of research at Alibra Shipping.

Elsewhere in the issue there’s regular market commentary on the three main sectors – all written through the prism of last week’s landmark net zero report from the International Energy Agency, while this month’s in-depth feature looks at Africa as this decade’s potentially fastest growing maritime continent. https://splash247.com/splash-extra-y…el-price-curve/

Panamax/kamsarmax timecharter rates softened slightly this week due to limited activity in the Atlantic and a flat market in the pacific with impending national holidays, however there is optimism looking forward towards mid-June.

Plenty of period interest for the smaller sizes thanks to continued strong commodity demand, particularly for coal and grain cargoes.

Evo i graf na 11.05.2021.